Connect

A mobile app built for your tax office

Why Connect?

Every season you wish you could clone yourself as you realize that your time and resources are limited.

With the growing popularity of self-prepared online solutions, more and more clients are choosing not to spend countless hours in your office waiting to get their taxes prepared.

We’ve designed a mobile app that combines the convenience of online tax preparation with the expertise of professional tax preparation.

Scale your practice

Focus your attention where taxpayers spend a lot of time and convert them into your office clients.

Expand your reach

Your mobile app is an extension of your business. Let Connect help you reach people all over the country.

Work Faster

Information will be imported right into your tax software, saving you valuable time and effort.

Provide Convenience

Allow your clients to upload all of their tax documents to your office through their phone.

The power to design your own app at your fingertips – no code required

With our easy-to-use customizable layout, you can add your office branding, colors and logo to the interface in minutes. With no coding required, we streamline app design and reduce go-to-market time so you can focus on your business

Serious about security

We understand the importance of keeping your clients data secure and confidential and work hard to maintain the trust you’ve devoted in us.

Your client’s connection is secure and encrypted using SSL (Secure Sockets Layer). This is the same level of encryption used by leading banks and government agencies. Documents are also stored and encrypted using AES - 256 bit encryption. Each one is encrypted with a unique key.

All customer data stored on the device while using the app is encrypted. We also encrypt all transmitted data for both directions, that is, to and from.

How Connect works

Step 1

We’ll provide a unique link to share with your clients

Step 2

Taxpayers download the app and follow the steps to file a return by going through scenarios and questions.

Step 3

You’ll receive documents, messages, and payments from the taxpayer through our dashboard.

Step 4

Discuss any additional documents or questions that weren’t answered initially using the Chat feature.